See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $604,505 | $84,233+617.7% | $170,442+254.7% | $70,131+762.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.61% | 23.06%-7.5pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $18,278 | $3,387+439.7% | $5,433+236.4% | $2,342+680.3% |
| Participant deferral / active EE | $15,304 | $3,086+396.0% | $4,939+209.8% | $3,332+359.3% |
| Admin fee / account holder | $4,365 | $5,698-23.4% | $13,880-68.5% | $4,645-6.0% |